AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.82M 0.54%
19,752
+150
27
$9.23M 0.51%
21,057
+93
28
$9.12M 0.5%
93,267
-238
29
$8.73M 0.48%
55,274
+1,573
30
$8.54M 0.47%
142,199
+4,963
31
$8.38M 0.46%
198,224
+2,930
32
$6.8M 0.37%
65,075
-5,787
33
$6.14M 0.34%
74,034
+3,600
34
$5.84M 0.32%
20,153
+48
35
$5.69M 0.31%
25,922
-423
36
$5.67M 0.31%
32,195
+568
37
$5.32M 0.29%
10,950
+7
38
$5.25M 0.29%
14,787
-4
39
$5.16M 0.28%
56,152
-1,444
40
$4.63M 0.25%
209,296
-14,275
41
$4.36M 0.24%
36,641
+6,789
42
$4.07M 0.22%
23,046
+1,881
43
$3.85M 0.21%
48,868
-2,883
44
$3.82M 0.21%
19,692
-80
45
$3.8M 0.21%
63,558
+1,480
46
$3.75M 0.21%
41,953
-1,227
47
$3.59M 0.2%
20,713
-190
48
$3.55M 0.2%
5,744
+250
49
$3.49M 0.19%
12,590
50
$3.37M 0.18%
26,582
+188
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